The James Irvine Foundation
Plan context: The James Irvine Foundation Money Purchase Plan
EIN 94-1236937 • San Francisco, CA • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
76
2024 Assets
$40,337,432
2024 Contributions
$2,691,510
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 76 | $40,337,432 | $2,691,510 | $35,415iApproximate average salary by contribution assumption: employee only about $885,365 at 4% or $590,243 at 6%; with 50% employer match about $590,243 at 4% or $393,496 at 6%; with 100% employer match about $442,683 at 4% or $295,122 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 76 | $40,337,432 | $2,691,510 | $35,415iApproximate average salary by contribution assumption: employee only about $885,365 at 4% or $590,243 at 6%; with 50% employer match about $590,243 at 4% or $393,496 at 6%; with 100% employer match about $442,683 at 4% or $295,122 at 6%. |
| 2023 | 1 | 82 | $33,711,360 | $3,536,617 | $43,129iApproximate average salary by contribution assumption: employee only about $1,078,237 at 4% or $718,825 at 6%; with 50% employer match about $718,825 at 4% or $479,216 at 6%; with 100% employer match about $539,118 at 4% or $359,412 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 82 | $33,711,360 | $3,536,617 | $43,129iApproximate average salary by contribution assumption: employee only about $1,078,237 at 4% or $718,825 at 6%; with 50% employer match about $718,825 at 4% or $479,216 at 6%; with 100% employer match about $539,118 at 4% or $359,412 at 6%. |
| 2022 | 1 | 125 | $26,615,062 | $2,818,201 | $22,546iApproximate average salary by contribution assumption: employee only about $563,640 at 4% or $375,760 at 6%; with 50% employer match about $375,760 at 4% or $250,507 at 6%; with 100% employer match about $281,820 at 4% or $187,880 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 125 | $26,615,062 | $2,818,201 | $22,546iApproximate average salary by contribution assumption: employee only about $563,640 at 4% or $375,760 at 6%; with 50% employer match about $375,760 at 4% or $250,507 at 6%; with 100% employer match about $281,820 at 4% or $187,880 at 6%. |
| 2021 | 1 | 106 | $32,055,370 | $2,405,111 | $22,690iApproximate average salary by contribution assumption: employee only about $567,243 at 4% or $378,162 at 6%; with 50% employer match about $378,162 at 4% or $252,108 at 6%; with 100% employer match about $283,622 at 4% or $189,081 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 106 | $32,055,370 | $2,405,111 | $22,690iApproximate average salary by contribution assumption: employee only about $567,243 at 4% or $378,162 at 6%; with 50% employer match about $378,162 at 4% or $252,108 at 6%; with 100% employer match about $283,622 at 4% or $189,081 at 6%. |
| 2020 | 1 | 99 | $27,307,257 | $2,036,507 | $20,571iApproximate average salary by contribution assumption: employee only about $514,269 at 4% or $342,846 at 6%; with 50% employer match about $342,846 at 4% or $228,564 at 6%; with 100% employer match about $257,135 at 4% or $171,423 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 99 | $27,307,257 | $2,036,507 | $20,571iApproximate average salary by contribution assumption: employee only about $514,269 at 4% or $342,846 at 6%; with 50% employer match about $342,846 at 4% or $228,564 at 6%; with 100% employer match about $257,135 at 4% or $171,423 at 6%. |
| 2019 | 1 | 99 | $22,364,607 | $2,062,141 | $20,830iApproximate average salary by contribution assumption: employee only about $520,743 at 4% or $347,162 at 6%; with 50% employer match about $347,162 at 4% or $231,441 at 6%; with 100% employer match about $260,371 at 4% or $173,581 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 99 | $22,364,607 | $2,062,141 | $20,830iApproximate average salary by contribution assumption: employee only about $520,743 at 4% or $347,162 at 6%; with 50% employer match about $347,162 at 4% or $231,441 at 6%; with 100% employer match about $260,371 at 4% or $173,581 at 6%. |
| 2018 | 1 | 101 | $18,255,212 | $1,678,770 | $16,621iApproximate average salary by contribution assumption: employee only about $415,537 at 4% or $277,025 at 6%; with 50% employer match about $277,025 at 4% or $184,683 at 6%; with 100% employer match about $207,769 at 4% or $138,512 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 101 | $18,255,212 | $1,678,770 | $16,621iApproximate average salary by contribution assumption: employee only about $415,537 at 4% or $277,025 at 6%; with 50% employer match about $277,025 at 4% or $184,683 at 6%; with 100% employer match about $207,769 at 4% or $138,512 at 6%. |
| 2017 | 1 | 99 | $19,338,119 | $2,344,003 | $23,677iApproximate average salary by contribution assumption: employee only about $591,920 at 4% or $394,613 at 6%; with 50% employer match about $394,613 at 4% or $263,076 at 6%; with 100% employer match about $295,960 at 4% or $197,307 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 99 | $19,338,119 | $2,344,003 | $23,677iApproximate average salary by contribution assumption: employee only about $591,920 at 4% or $394,613 at 6%; with 50% employer match about $394,613 at 4% or $263,076 at 6%; with 100% employer match about $295,960 at 4% or $197,307 at 6%. |
| 2016 | 1 | 107 | $16,342,620 | $1,663,698 | $15,549iApproximate average salary by contribution assumption: employee only about $388,714 at 4% or $259,143 at 6%; with 50% employer match about $259,143 at 4% or $172,762 at 6%; with 100% employer match about $194,357 at 4% or $129,571 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 107 | $16,342,620 | $1,663,698 | $15,549iApproximate average salary by contribution assumption: employee only about $388,714 at 4% or $259,143 at 6%; with 50% employer match about $259,143 at 4% or $172,762 at 6%; with 100% employer match about $194,357 at 4% or $129,571 at 6%. |
| 2015 | 1 | 87 | $13,682,475 | $1,280,386 | $14,717iApproximate average salary by contribution assumption: employee only about $367,927 at 4% or $245,285 at 6%; with 50% employer match about $245,285 at 4% or $163,523 at 6%; with 100% employer match about $183,964 at 4% or $122,642 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 87 | $13,682,475 | $1,280,386 | $14,717iApproximate average salary by contribution assumption: employee only about $367,927 at 4% or $245,285 at 6%; with 50% employer match about $245,285 at 4% or $163,523 at 6%; with 100% employer match about $183,964 at 4% or $122,642 at 6%. |
| 2014 | 1 | 84 | $14,164,144 | $2,315,446 | $27,565iApproximate average salary by contribution assumption: employee only about $689,121 at 4% or $459,414 at 6%; with 50% employer match about $459,414 at 4% or $306,276 at 6%; with 100% employer match about $344,560 at 4% or $229,707 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 84 | $14,164,144 | $2,315,446 | $27,565iApproximate average salary by contribution assumption: employee only about $689,121 at 4% or $459,414 at 6%; with 50% employer match about $459,414 at 4% or $306,276 at 6%; with 100% employer match about $344,560 at 4% or $229,707 at 6%. |
| 2013 | 1 | 81 | $14,831,224 | $2,154,392 | $26,597iApproximate average salary by contribution assumption: employee only about $664,936 at 4% or $443,291 at 6%; with 50% employer match about $443,291 at 4% or $295,527 at 6%; with 100% employer match about $332,468 at 4% or $221,645 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 81 | $14,831,224 | $2,154,392 | $26,597iApproximate average salary by contribution assumption: employee only about $664,936 at 4% or $443,291 at 6%; with 50% employer match about $443,291 at 4% or $295,527 at 6%; with 100% employer match about $332,468 at 4% or $221,645 at 6%. |
| 2012 | 1 | 80 | $12,199,581 | $2,224,977 | $27,812iApproximate average salary by contribution assumption: employee only about $695,305 at 4% or $463,537 at 6%; with 50% employer match about $463,537 at 4% or $309,025 at 6%; with 100% employer match about $347,653 at 4% or $231,768 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 80 | $12,199,581 | $2,224,977 | $27,812iApproximate average salary by contribution assumption: employee only about $695,305 at 4% or $463,537 at 6%; with 50% employer match about $463,537 at 4% or $309,025 at 6%; with 100% employer match about $347,653 at 4% or $231,768 at 6%. |
| 2011 | 1 | 81 | $9,842,053 | $2,132,368 | $26,326iApproximate average salary by contribution assumption: employee only about $658,138 at 4% or $438,759 at 6%; with 50% employer match about $438,759 at 4% or $292,506 at 6%; with 100% employer match about $329,069 at 4% or $219,379 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 81 | $9,842,053 | $2,132,368 | $26,326iApproximate average salary by contribution assumption: employee only about $658,138 at 4% or $438,759 at 6%; with 50% employer match about $438,759 at 4% or $292,506 at 6%; with 100% employer match about $329,069 at 4% or $219,379 at 6%. |
| 2010 | 1 | 81 | $9,284,119 | $2,012,479 | $24,845iApproximate average salary by contribution assumption: employee only about $621,135 at 4% or $414,090 at 6%; with 50% employer match about $414,090 at 4% or $276,060 at 6%; with 100% employer match about $310,568 at 4% or $207,045 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 81 | $9,284,119 | $2,012,479 | $24,845iApproximate average salary by contribution assumption: employee only about $621,135 at 4% or $414,090 at 6%; with 50% employer match about $414,090 at 4% or $276,060 at 6%; with 100% employer match about $310,568 at 4% or $207,045 at 6%. |
| 2009 | 1 | 77 | $7,466,673 | $1,855,901 | $24,103iApproximate average salary by contribution assumption: employee only about $602,565 at 4% or $401,710 at 6%; with 50% employer match about $401,710 at 4% or $267,807 at 6%; with 100% employer match about $301,283 at 4% or $200,855 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 77 | $7,466,673 | $1,855,901 | $24,103iApproximate average salary by contribution assumption: employee only about $602,565 at 4% or $401,710 at 6%; with 50% employer match about $401,710 at 4% or $267,807 at 6%; with 100% employer match about $301,283 at 4% or $200,855 at 6%. |
| 2008 | 1 | 39 | $5,560,505 | $902,489 | $23,141iApproximate average salary by contribution assumption: employee only about $578,519 at 4% or $385,679 at 6%; with 50% employer match about $385,679 at 4% or $257,119 at 6%; with 100% employer match about $289,259 at 4% or $192,840 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 39 | $5,560,505 | $902,489 | $23,141iApproximate average salary by contribution assumption: employee only about $578,519 at 4% or $385,679 at 6%; with 50% employer match about $385,679 at 4% or $257,119 at 6%; with 100% employer match about $289,259 at 4% or $192,840 at 6%. |
| 2007 | 1 | 38 | $0 | $0 | - |
| The James Irvine Foundation Money Purchase Plan | - | 38 | - | - | - |
| 2006 | 1 | 37 | $6,176,621 | $674,324 | $18,225iApproximate average salary by contribution assumption: employee only about $455,624 at 4% or $303,750 at 6%; with 50% employer match about $303,750 at 4% or $202,500 at 6%; with 100% employer match about $227,812 at 4% or $151,875 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 37 | $6,176,621 | $674,324 | $18,225iApproximate average salary by contribution assumption: employee only about $455,624 at 4% or $303,750 at 6%; with 50% employer match about $303,750 at 4% or $202,500 at 6%; with 100% employer match about $227,812 at 4% or $151,875 at 6%. |
| 2005 | 1 | 32 | $5,045,198 | $598,972 | $18,718iApproximate average salary by contribution assumption: employee only about $467,947 at 4% or $311,965 at 6%; with 50% employer match about $311,965 at 4% or $207,976 at 6%; with 100% employer match about $233,973 at 4% or $155,982 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 32 | $5,045,198 | $598,972 | $18,718iApproximate average salary by contribution assumption: employee only about $467,947 at 4% or $311,965 at 6%; with 50% employer match about $311,965 at 4% or $207,976 at 6%; with 100% employer match about $233,973 at 4% or $155,982 at 6%. |
| 2004 | 1 | 35 | $4,494,193 | $538,307 | $15,380iApproximate average salary by contribution assumption: employee only about $384,505 at 4% or $256,337 at 6%; with 50% employer match about $256,337 at 4% or $170,891 at 6%; with 100% employer match about $192,253 at 4% or $128,168 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 35 | $4,494,193 | $538,307 | $15,380iApproximate average salary by contribution assumption: employee only about $384,505 at 4% or $256,337 at 6%; with 50% employer match about $256,337 at 4% or $170,891 at 6%; with 100% employer match about $192,253 at 4% or $128,168 at 6%. |
| 2003 | 1 | 32 | $5,451,311 | $587,019 | $18,344iApproximate average salary by contribution assumption: employee only about $458,609 at 4% or $305,739 at 6%; with 50% employer match about $305,739 at 4% or $203,826 at 6%; with 100% employer match about $229,304 at 4% or $152,870 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 32 | $5,451,311 | $587,019 | $18,344iApproximate average salary by contribution assumption: employee only about $458,609 at 4% or $305,739 at 6%; with 50% employer match about $305,739 at 4% or $203,826 at 6%; with 100% employer match about $229,304 at 4% or $152,870 at 6%. |
| 2002 | 1 | 30 | $4,914,842 | $696,824 | $23,227iApproximate average salary by contribution assumption: employee only about $580,687 at 4% or $387,124 at 6%; with 50% employer match about $387,124 at 4% or $258,083 at 6%; with 100% employer match about $290,343 at 4% or $193,562 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 30 | $4,914,842 | $696,824 | $23,227iApproximate average salary by contribution assumption: employee only about $580,687 at 4% or $387,124 at 6%; with 50% employer match about $387,124 at 4% or $258,083 at 6%; with 100% employer match about $290,343 at 4% or $193,562 at 6%. |
| 2001 | 1 | 68 | $0 | $0 | - |
| The James Irvine Foundation Money Purchase Plan | - | 68 | - | - | - |
| 2000 | 1 | 29 | $5,515,393 | $541,085 | $18,658iApproximate average salary by contribution assumption: employee only about $466,453 at 4% or $310,968 at 6%; with 50% employer match about $310,968 at 4% or $207,312 at 6%; with 100% employer match about $233,226 at 4% or $155,484 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 29 | $5,515,393 | $541,085 | $18,658iApproximate average salary by contribution assumption: employee only about $466,453 at 4% or $310,968 at 6%; with 50% employer match about $310,968 at 4% or $207,312 at 6%; with 100% employer match about $233,226 at 4% or $155,484 at 6%. |
| 1999 | 1 | 41 | $5,137,513 | $527,024 | $12,854iApproximate average salary by contribution assumption: employee only about $321,356 at 4% or $214,237 at 6%; with 50% employer match about $214,237 at 4% or $142,825 at 6%; with 100% employer match about $160,678 at 4% or $107,119 at 6%. |
| The James Irvine Foundation Money Purchase Plan | - | 41 | $5,137,513 | $527,024 | $12,854iApproximate average salary by contribution assumption: employee only about $321,356 at 4% or $214,237 at 6%; with 50% employer match about $214,237 at 4% or $142,825 at 6%; with 100% employer match about $160,678 at 4% or $107,119 at 6%. |